FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
1-Year Return
14.09%
This Quarter Return
-14.83%
1 Year Return
+14.09%
3 Year Return
+68.14%
5 Year Return
+114.13%
10 Year Return
+245.76%
AUM
$2.26B
AUM Growth
-$506M
(-18%)
Cap. Flow
-$61.9M
Cap. Flow
% of AUM
-2.73%
Top 10 Holdings %
Top 10 Hldgs %
40.26%
Holding
473
New
50
Increased
133
Reduced
181
Closed
73
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$16.6M |
| 2 |
Domino's
DPZ
|
+$12.6M |
| 3 |
Phillips Edison & Co
PECO
|
+$11.8M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$9.74M |
| 5 |
Amphenol
APH
|
+$7.99M |
Top Sells
| 1 |
IQVIA
IQV
|
+$21.3M |
| 2 |
Elevance Health
ELV
|
+$13.6M |
| 3 |
VWTR
Vidler Water Resouces, Inc. Common Stock
VWTR
|
+$13.5M |
| 4 |
Fidelity National Information Services
FIS
|
+$11.3M |
| 5 |
Visa
V
|
+$11M |
Sector Composition
| 1 | Technology | 24.66% |
| 2 | Financials | 9.96% |
| 3 | Communication Services | 9.62% |
| 4 | Healthcare | 8.35% |
| 5 | Consumer Discretionary | 8.19% |
